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Your product catalog is the foundation of everything you sell through the platform. Every invoice line item, payment link, and order form checkout is tied to a product in this catalog. Setting up your products once means that when you create an invoice, send a payment link, or build an order form, all you do is select the product — name, price, and description are already there.
Create and manage products article

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Why this matters

Without a product catalog, every invoice requires re-entering the same service names and prices from scratch — introducing errors, inconsistency, and wasted time. With a catalog, your services and products are defined once: their name, description, price, and tax settings are stored and ready to use across invoices, payment links, order forms, and workflows. As your business scales, your catalog becomes the single source of truth for everything you sell.

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How to create and manage products

1

Navigate to Products

Go to Payments > Products in the left sidebar. This is your complete product catalog — all your one-time and recurring offerings in one place.
2

Create a new product

Click New Product or Add Product to open the product builder.
Product builder in HoopAI Payments section
3

Set product details

Fill in the core product information:
  • Product name: The name that appears on invoices, payment pages, and order forms
  • Description: A brief explanation of what the product or service includes — this appears on the checkout page
  • Product image: Optional — upload an image for products sold through your store or order forms
  • Product type: Choose One-time for single purchases or Recurring for subscriptions
Keep product names clear and customer-facing. The name the contact sees on the invoice or checkout page should match what you discussed with them — avoid internal codes or abbreviations.
4

Configure pricing

Set the price and pricing options:For one-time products:
  • Set the price in your account currency
  • Enable customer-defined pricing if you want the customer to enter their own amount (useful for donations or custom quotes)
For recurring products (subscriptions):
  • Set the recurring price — the amount charged each billing cycle
  • Choose the billing interval: weekly, monthly, quarterly, or annually
  • Set a trial period (optional) — a free or reduced-cost period before the full price kicks in
  • Configure the total billing cycles if the subscription has a defined end date
Recurring product pricing configuration
5

Set tax settings

If your products are subject to sales tax:
  • Enable tax on the product
  • Assign the applicable tax rate (configured under Payments > Payment Settings > Tax Rates)
The tax is calculated and displayed automatically on invoices and checkout pages when this product is selected.
6

Save and use the product

Click Save to add the product to your catalog. It is now available to select when:
  • Creating an invoice (as a line item)
  • Creating a payment link (as the product being sold)
  • Building an order form in your funnels or websites
  • Automating a sale through a workflow action
7

Organize with collections

For larger catalogs, use Product Collections to group related products — for example, a “Monthly Plans” collection and a “One-Time Services” collection. Collections make it easier to organize your store and filter products when building order forms.Go to Payments > Products > Collections to create and manage product groups.

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Key points

A one-time product is purchased once and the transaction is complete — a consultation fee, a digital download, a physical item. A recurring product creates a subscription where the customer’s payment method is charged automatically on the set interval — a monthly retainer, a membership, a software subscription. Both types live in the same catalog and can be used across invoices, payment links, and order forms.
When creating an invoice, you can add catalog products as line items by searching for the product name. The price, description, and tax settings are pulled automatically. You can still override the price on the invoice if needed — for example, to apply a one-time discount — without changing the catalog price.
Order forms in your funnels and websites are powered by products from the catalog. When building a checkout page in the funnel builder, you select the product and the price is automatically applied to the order form. This means a price change in the catalog updates every order form that uses that product.
The platform supports both digital and physical product types. Digital products deliver a download or access link automatically after purchase. Physical products integrate with shipping settings — you can define shipping rates, track inventory, and generate packing slips for fulfilled orders.

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Key benefits

Define each product once — name, price, tax, description — and reuse it across every sales channel without re-entering data.
Catalog pricing ensures that every invoice, payment link, and order form shows the correct price — no manual errors or mismatched quotes.
Recurring products handle subscription billing automatically — charging the customer’s card on schedule without manual intervention.
Assign tax rates to products once and have them calculated correctly on every transaction — invoices, order forms, and payment links.
As your business grows, organize products into collections to keep your catalog structured and easy to navigate across your team.
Last modified on March 4, 2026